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It is actually very "dynamic"!
July 05, 2021

It is actually very "dynamic"!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

We all use it. We use it on our end to manage our client accounts but we also have our own ISV inside Dynamics that we sell, so us in the Support team also have to help customers with issues that arise in Dynamics CRM along with ClickDimensions. Dynamics helps us manage our database of accounts neatly and, since it is customizable, we have been able to do so much more for our clients.
  • Customizable - you can customize Dynamics to your business needs with the help of a CRM Admin or Partner
  • Can import own or third party solutions to add features that Dynamics may be missing. Example, ClickDimensions
  • Easy to manage Leads!
  • User Friendly -- Dynamics and their terms can be a bit confusing
  • UI -- The new Unified Interface is not that well designed. Older UIs were easier to navigate
  • If you are not a CRM expert, customizing CRM can be complex and you can even ruin your environment.
  • We have always been a part of Dynamics as our solution was built to work and be integrated into Dynamics CRM, so we cannot really compare it to other softwares, but it has been really been an amazing system to work in. It is absolutely "dynamic" so the efficiency has definitely been great!
Mailchimp is great at sending mass emails, but Dynamics can do that as well and much more!

Do you think Microsoft Dynamics 365 delivers good value for the price?

Yes

Are you happy with Microsoft Dynamics 365's feature set?

Yes

Did Microsoft Dynamics 365 live up to sales and marketing promises?

Yes

Did implementation of Microsoft Dynamics 365 go as expected?

Yes

Would you buy Microsoft Dynamics 365 again?

Yes

It can be too dynamic at times and complex for normal users. Terminology could be better
Support could be better. Often times they give out too many technical details that only a developer would understand. They have processes that sometimes do not fit the case and it ends up taking more time.
If you are in the Marketing or Sales department, Dynamics CRM can let you manage your leads pretty easily. More suited for larger companies. Small companies that only want to send emails would probably benefit from other software such as Mailchimp. Their competitor is Salesforce, but they are not that similar.

Microsoft Dynamics 365 Feature Ratings

9.3
Customer data management / contact management
9
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
6
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
7.0
Case management
7
Call center management
8
Help desk management
6
8.5
Lead management
8
Email marketing
9
7.7
Task management
8
Billing and invoicing management
8
Reporting
7
7.3
Forecasting
8
Pipeline visualization
6
Customizable reports
8
8.5
Custom fields
8
Custom objects
9
Scripting environment
9
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
7.0
Social data
6
Social engagement
8
9.0
Marketing automation
9
Compensation management
9
8.0
Mobile access
8